house · trading 2015-02-22 → 2021-11-26
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2016-09-24 | CVS | BUY | $1K–$15K | $90.60 | $105.90 2026-07-13 | +16.9% |
| 2016-09-23 | EWJ | BUY | $1K–$15K | $50.56 | $92.72 2026-07-13 | +83.4% |
| 2016-09-23 | CVS | BUY | $1K–$15K | $90.60 | $105.90 2026-07-13 | +16.9% |
| 2016-09-21 | EWT | BUY | $1K–$15K | $31.72 | $101.88 2026-07-13 | +221.2% |
| 2016-09-16 | EWT | BUY | $1K–$15K | $30.06 | $101.88 2026-07-13 | +238.9% |
| 2016-09-09 | XLU | BUY | $1K–$15K | $24.23 | $45.72 2026-07-13 | +88.7% |
| 2016-09-07 | IYT | BUY | $1K–$15K | $36.26 | $88.04 2026-07-13 | +142.8% |
| 2016-09-07 | EMC | BUY | $1K–$15K | — | — | — |
| 2016-08-26 | XLU | BUY | $1K–$15K | $24.57 | $45.72 2026-07-13 | +86.0% |
| 2016-08-26 | XLE | BUY | $1K–$15K | $34.69 | $56.74 2026-07-13 | +63.6% |
| 2016-08-26 | ADR | SELL | $1K–$15K | — | — | — exit |
| 2016-08-26 | AAL | BUY | $1K–$15K | $36.23 | $16.31 2026-07-13 | -55.0% |
| 2016-08-19 | YH | BUY | $1K–$15K | — | — | — |
| 2016-08-15 | XLE | BUY | $1K–$15K | $34.63 | $56.74 2026-07-13 | +63.9% |
| 2016-08-11 | EWT | BUY | $1K–$15K | $31.30 | $101.88 2026-07-13 | +225.5% |
| 2016-07-25 | XLU | BUY | $1K–$15K | $26.34 | $45.72 2026-07-13 | +73.6% |
| 2016-07-22 | XLU | BUY | $1K–$15K | $26.38 | $45.72 2026-07-13 | +73.3% |
| 2016-07-14 | IYT | BUY | $1K–$15K | $35.98 | $88.04 2026-07-13 | +144.7% |
| 2016-07-11 | GSK | BUY | $1K–$15K | $43.52 | $52.29 2026-07-13 | +20.1% |
| 2016-07-08 | XLU | SELL | $1K–$15K | $26.27 | $45.72 2026-07-13 | +19.0% rt |
| 2016-06-30 | XLE | SELL | $1K–$15K | $34.12 | $56.74 2026-07-13 | -66.3% exit |
| 2016-06-29 | CIVI | BUY | $1K–$15K | — | — | — |
| 2016-06-27 | MGA | BUY | $1K–$15K | $33.67 | $64.07 2026-07-13 | +90.3% |
| 2016-06-24 | SNY | BUY | $1K–$15K | $38.45 | $44.00 2026-07-13 | +14.4% |
| 2016-06-24 | ALV | BUY | $1K–$15K | $81.77 | $121.88 2026-07-13 | +49.0% |
| 2016-06-21 | WSM | BUY | $1K–$15K | $26.12 | $216.65 2026-07-13 | +729.4% |
| 2016-06-20 | XRX | BUY | $1K–$15K | $25.80 | $2.77 2026-07-13 | -89.3% |
| 2016-04-27 | GSK | BUY | $1K–$15K | $43.47 | $52.29 2026-07-13 | +20.3% |
| 2016-04-19 | GSK | SELL | $1K–$15K | $43.29 | $52.29 2026-07-13 | +10.2% rt |
| 2016-02-05 | GSK | BUY | $1K–$15K | $40.76 | $52.29 2026-07-13 | +28.3% |
| 2016-01-11 | GSK | BUY | $1K–$15K | $39.29 | $52.29 2026-07-13 | +33.1% |
| 2015-12-18 | FDX | BUY | $1K–$15K | $118.57 | $313.74 2026-07-13 | +164.6% |
| 2015-12-01 | KUBTY | BUY | $1K–$15K | $86.01 | $83.54 2026-07-13 | -2.9% |
| 2015-11-04 | XLU | BUY | $1K–$15K | $22.08 | $45.72 2026-07-13 | +107.1% |
| 2015-06-02 | QCOM | BUY | $1K–$15K | $69.35 | $183.98 2026-07-13 | +165.3% |
| 2015-06-02 | JPM | BUY | $1K–$15K | $66.02 | $334.53 2026-07-13 | +406.7% |
| 2015-06-02 | IXP | SELL | $1K–$15K | $63.86 | $117.58 2026-07-13 | -84.1% exit |
| 2015-06-02 | GWW | SELL | $1K–$15K | $241.96 | $1391.68 2026-07-13 | -475.2% exit |
| 2015-05-14 | NVDA | BUY | $1K–$15K | $0.53 | $203.53 2026-07-13 | +38139.6% |
| 2015-05-01 | VDSI | BUY | $1K–$15K | — | — | — |
| 2015-02-25 | KYOCF | BUY | $1K–$15K | $12.05 | $23.05 2026-07-13 | +91.3% |
| 2015-02-24 | KAI | SELL | $1K–$15K | $41.61 | $291.93 2026-07-13 | -601.6% exit |
| 2015-02-22 | INTC | BUY | $1K–$15K | $34.41 | $103.12 2026-07-13 | +199.7% |
Return: buys are marked to the latest close (open); sells tagged rt are realized round-trips vs a prior disclosed buy; exit = timing (how the stock moved after the sale, seller's perspective).
| Member | Shared tickers |
|---|---|
| Sheldon Whitehouse | 27 · WBA, CERN, STT.PG, ORCL, PANW, SIEGY |
| James B. Renacci | 26 · WBA, SIRI, CERN, ORCL, PANW, SCHW |
| Thomas H Tuberville | 23 · WBA, ORCL, FDX, A, UPS, GIS |
| SUSAN M COLLINS | 23 · UMPQ, ORCL, FDX, HUBB, SCHW, USB |
| K. Michael Conaway | 22 · CERN, AMP, ORCL, FDX, USB, IWM |
| Dean Phillips | 21 · WBA, CERN, STT.PG, ORCL, FDX, SCHW |
| David A Perdue , Jr | 19 · WBA, STT.PG, ORCL, FDX, USB, IWM |
| Kenny Marchant | 19 · DELL, PANW, A, IWM, UPS, XOM |
| Earl Blumenauer | 19 · STT.PG, FDX, SIEGY, SCHW, USB, MDT |
| Shelley M Capito | 18 · CERN, STT.PG, SIEGY, USB, UPS, GIS |
| Alan S. Lowenthal | 17 · ORCL, FDX, SIEGY, UPS, GIS, QGEN |
| Thomas R Carper | 17 · DELL, MDT, PYPL, XOM, WFC, CSCO |